Principle Wealth Partners’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Hold |
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|
2025
Q1 | $481K | Hold |
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|
2024
Q4 | $550K | Hold |
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|
2024
Q3 | $465K | Buy |
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|
2024
Q2 | $344K | Buy |
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|
2024
Q1 | $297K | Hold |
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|
2023
Q4 | $321K | Hold |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $201K | Hold |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $204K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $5K | Buy |
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